A complete list of active advisors currently associated with Paratus Wealth Management, LLC
Warmer can help you find a great advisor at Paratus Wealth Management, LLC or one who fits your needs even better.
Paratus Wealth Management is an independent, single‑advisor registered investment adviser that manages roughly $72 million for about 44 clients, serving individuals and high‑net‑worth clients. The firm offers discretionary portfolio management, comprehensive financial planning, and general consulting, emphasizing tailored investment plans and periodic reviews. Investment approach centers on asset‑allocation and Modern Portfolio Theory: the firm uses equities, fixed income, mutual funds and ETFs to construct portfolios, collects detailed client profiles and an Investment Policy Statement, and conducts at least quarterly custodial reporting and periodic plan reviews. While the brochure states the firm generally avoids separately managed accounts, wrap programs and routine use of derivatives, it may recommend more complex instruments (options, leveraged funds, closed‑end funds) when aligned with a client’s stated risk tolerance. Noteworthy for a solo independent adviser, key personnel are licensed life/health/fixed‑annuity insurance agents and place business through general agencies (Hallett Financial Group and Crump Life Insurance Company), a relationship that can generate commission income and is disclosed as a potential conflict of interest. The firm also discloses an affiliation with an accounting firm (Madsen, O’Meara and Company, P.C.) and custodial arrangements with Schwab; those business overlaps and referral practices are described in the brochure so prospective clients can evaluate related conflicts.
To learn more about the advisors currently working at Paratus Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Long Lake, MN
| 19
|
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